Lina Ahmed
Los Angeles,CA
Summary
Accomplished Small Business Banker with a proven track record of enhancing client portfolios through expert financial planning and robust relationship management. Spearheaded strategic initiatives, achieving significant growth and customer loyalty. Skilled in underwriting and portfolio management, adept at identifying lucrative opportunities and driving business success.
Overview
12
12
years of professional experience
Work History
Small Business Banker
Wells Fargo
Los Angeles, CA
01.2024 - Current
- Provide financial solutions. Utilize knowledge of credit to advise clients on services, products, and digital capabilities Manage client relationships with the use of customer relationship management tools to maintain and deepen relationships with clients.
- Acquire new clients: Prospect, network, and develop referral sources to find new clients
- Open accounts: Open core small business accounts while following procedural guidelines
- Solve problems: Partner with other bank employees to solve client issues
- Coordinate efforts: Work with resources and partners across the bank to coordinate solid client experiences.
Account Executive
Spectrum
Los Angeles, CA
08.2020 - 08.2024
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Conducted integrated sales presentations to illustrate value of product or service and tailor call-to-action.
- Applied needs-based analysis to assess current satisfaction and importance of various product features to customers.
- Qualified leads, built relationships and executed sales strategies to drive new business.
Vice President Business Banker
Bank of America
Los Angeles
08.2015 - 08.2020
- Increased company growth through collaboration with sales and marketing teams.
- Used market insights to capitalize on key business opportunities for new advantageous partnerships.
- Collaborated with senior management to develop strategic initiatives and long term goals.
Business Banking Officer
BBVA Compass
Birmingham, AL
08.2012 - 08.2015
- Conducted financial due diligence on potential investments and acquisitions.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Performed banking, business administration and financial tasks to guarantee five-star service.
- Executed 75 cold calls each week to develop new loan prospects.
- Managed up to 6 client loans at any given time.
- Built trust and promoted customer loyalty throughout underwriting process.
- Obtained and reviewed corporate financial statements.
Education
Bachelor Of Applied Science - Finance
Ball State University
Muncie, IN12.1999
Skills
- Underwriting knowledge
- Relationship Management
- Financial Planning
- Portfolio Management
Timeline
Small Business Banker
Wells Fargo
01.2024 - Current
Account Executive
Spectrum
08.2020 - 08.2024
Vice President Business Banker
Bank of America
08.2015 - 08.2020
Business Banking Officer
BBVA Compass
08.2012 - 08.2015
Bachelor Of Applied Science - Finance
Ball State University